As a Certified Public Accountant, you deal with your clients’ complicated financial issues on a daily basis. These usually involve tax issues and can be quite challenging, particularly as tax laws, rules and regulations continue to change.
As a real estate professional representing high-dollar clients selling highly-appreciated properties, you know the value of increasing your listings. You also likely know that the price of homes alone surged by an astounding 19% last year and is predicted to surge even more in the next five years.
As a financial advisor, tax CPA, attorney, or real estate broker, you have a duty to advise clients on matters that are typically quite complicated and often involve large financial transactions. You can help your clients reap financial benefits by offering deferred sales trusts as part of your portfolio of services. Reef Point offers a partner program that gives professionals across various industries the opportunity to help their clients with estate planning and tax deferral services. Here are a few things you should know about becoming a Reef Point Partner.
Experts agree that a business must add value to the products and services it sells in order to make a profit. Adding value also gives you additional benefits, including such things as the following:
As a professional serving high-income, high-asset clients, you undoubtedly are always on the lookout for innovative ways to increase their family wealth and save them money that would otherwise go to pay taxes. What if you could offer them a strategy with the following characteristics: